Helping you achieve a bright future!
Helping you achieve a bright future!
Since 1998, as a fee based money management firm, Westhampton Capital has helped create investment portfolios to meet long-term financial goals for our clients. Have questions about your investments, economic conditions, or portfolio management? Our seasoned team of financial professionals would be glad to assist you.
Our team approach starts with an analysis of your goals and compares them to your current portfolio. Then we recommend an investment strategy designed in harmony with your risk tolerance. We then explain our fee structure and how, as a fee-only advisory firm, you will never have to worry about conflicts of interest effecting portfolio performance.
Our wealth management team is comprised of professionals with decades of investment experience. Westhampton Capital maintains a commitment to ethics and integrity. You can count on unbiased recommendations and impartial guidance.
We attempt to avoid excessive trading and are biased toward the long-term. Preservation of capital is important to our clients and monitoring market conditions, political developments, and economic trends are used to diversify portfolios.
Westhampton Capital uses a combination of Value and Growth at a Reasonable Price (GARP) analysis to guide its investment philosophy. The goal is to buy companies with good balance sheets, strong cash flows, above average dividends, and the financial strength to increase dividends over time.
Westhampton Capital diversifies portfolios across industry groups, but will not weigh accounts just to mimic the S&P 500. We build a customized portfolio for each individual designed to meet the client's unique goals for growth and income with a measured portfolio of stocks, bonds, and cash.
We primarily buy individual stocks and bonds for accounts as opposed to mutual funds and ETFs. This method of investing enables Westhampton Capital to better control when capital gains are recognized. Individual stocks and bonds save the client additional levels of fees that could possibly otherwise be paid through the purchase of mutual funds and ETFs.
Each account is assigned a manager. A Portfolio Manager at Westhampton Capital will review each account at least once per month. Scheduled client visits are encouraged. Our clients always have unrestricted access to the Portfolio Management Team.
Westhampton Capital greatly appreciates clients entrusting us with their financial futures. We encourage client interaction and participation as we address their evolving needs and concerns.
Brant has worked in the financial industry since 1983. For three years he was a securities analyst with Branch Cabell in Richmond, Virginia. Brant graduated from the University of North Carolina in Chapel Hill with a BS in Business Administration after which he earned an MBA from Wake Forest University.
David has worked in the financial industry since 1984. He was previously President of Jefferson-Pilot Investor Services. David graduated from Wake Forest University with a BA in Economics, after which he earned a JD from Wake Forest University.
Portfolio Manager & Chief Compliance Officer
Harry has worked in the financial industry since 1983. He graduated with a BS in Business Administration from American University, after which he earned an MBA in Financial Management from the College of William and Mary.
Director of Marketing
Bo has worked in the financial industry since 1992. He graduated from Wofford College with a BS in Business Finance.
Howard has worked in equity research for Citigroup and SunTrust Robinson Humphrey. He graduated from the University of North Carolina in Chapel Hill with a BA in Political Science, after which he earned an MBA from the University of North Carolina with a focus on Investment Management.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started with a focused recommendation to achieve them.
2150 Country Club Road, Winston Salem, North Carolina 27104, United States
Monday - Friday: 8:30 am - 5:00 pm